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Zendesk Sell + Daylite Integrations

Appy Pie Connect allows you to automate multiple workflows between Zendesk Sell and Daylite

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zendesk Sell

Industry Leader in Online Web Support, Live Chat, Knowledge Base, Voice & SMS Software.

About Daylite

Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.

Daylite Integrations

Best ways to Integrate Zendesk Sell + Daylite

  • Zendesk Sell Daylite

    Zendesk Sell + Daylite

    Create Opportunity for Person to Daylite from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Daylite Create Opportunity for Person
  • Zendesk Sell Daylite

    Zendesk Sell + Daylite

    Update Task in Daylite when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Daylite Update Task
  • Zendesk Sell Daylite

    Zendesk Sell + Daylite

    Update Appointment in Daylite when New Task is created in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Daylite Update Appointment
  • Zendesk Sell Daylite

    Zendesk Sell + Daylite

    Create Task to Daylite from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Daylite Create Task
  • Zendesk Sell Daylite

    Zendesk Sell + Daylite

    Create Appointment to Daylite from New Task in Zendesk Sell Read More...
    Close
    When this happens...
    Zendesk Sell New Task
     
    Then do this...
    Daylite Create Appointment
  • Zendesk Sell {{item.actionAppName}}

    Zendesk Sell + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Zendesk Sell + Daylite in easier way

It's easy to connect Zendesk Sell + Daylite without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Enters A New Stage

    Triggers when a deal enters a new stage.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when new lead is created.

  • New Note

    Triggers when a new note is created.

  • New Product In Catalog

    Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • Updated Lead

    Triggers when an existing lead is updated.

  • Updated deal

    Triggers when an existing deal is updated.

  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

    Actions
  • Create Company

    Creates a company.

  • Create Deal

    Creates a new deal.

  • Create Lead

    creates a new lead.

  • Create Note

    Creates a note

  • Create Person

    Creates a person

  • Create Product in catalog

    Creates a product in a catalog

  • Create task

    Creates a task

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Update Lead

    Updates a lead.

  • Update Person

    Updates an existing person.

  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

How Zendesk Sell & Daylite Integrations Work

  1. Step 1: Choose Zendesk Sell as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Daylite as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zendesk Sell to Daylite.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Zendesk Sell and Daylite

Zendesk Sell is a CRM software that is used by the sales and customer service teams of organizations. It offers features that help these teams to create leads, capture opportunities, close deals, monitor activity, respond to inquiries, provide support, etc. It was designed to be used by both small and medium-scale businesses as well as large enterprises.

Daylite is an online project management top that helps companies to manage tasks. It offers features that help users to plan projects, schedule tasks, share files/documents, communicate, track progress, etc. It is available in several versions.

Integration of Zendesk Sell and Daylite

The integration of Zendesk Sell and Daylite allows users to integrate data from their lead management system into their project management system. This means that they can easily move leads into different stages in their sales funnel with the help of Daylite. For example, if a prospect is in the early stages of the sales process, they can move this lead to the “Outreach” stage in Daylite. This will allow the sales team to know which leads are in Daylite and they can complete outreach activities at any time for these leads.

Benefits of Integration of Zendesk Sell and Daylite

The integration of Zendesk Sell and Daylite offers many benefits to users. Some of them are mentioned below:

· Users can easily manage leads in their CRM system and also assign tasks to employees or project managers in their project management system

· The information related to projects will be shared across all the departments invpved in the project. For example, if someone needs to check the status of a project, they can access it through their project management system using the assigned username and password so that they don’t need to go through multiple applications

· Users can easily create tasks and assign them to co-workers or clients so that they can complete them on time

· The integration lets users combine their contact data from their CRM system with contact data from their project management system. This means that it is easier for them to keep track of all the contacts that they need to fplow up on or call for updates

· Users can easily create tasks and assign them to co-workers or clients so that they can complete them on time. For example, they can create a task called ‘Send demo video’ for their project manager and send them the link required for completing this task. The project manager can then complete this task at any time without having to go back to their CRM system. This saves a lot of time for both the parties invpved

· Users can easily share documents or files with others within their organization or outside it so that they can work together on a specific project

· The integration makes it easier for users to manage complex projects where multiple people are invpved in various stages of a project

The process to integrate Zendesk Sell and Daylite may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.